search icon

GoProposal

Client engagement: proposal software for accountants

Client engagement, simplified. From sending automated, professional proposals, to customizable engagement letters with the highest levels of compliance, GoProposal has you covered.

Proposal features

Bookkeeping Chosen Bank Reconciliation No of items 0-25 Frequency? Monthly Invoicing Fetching No of purchase invoices 0-10 Credit Control Net Total £150.00 Tax (20%) £30.00 Gross Total £180.00 Monthly Totals Bookkeeping Chosen Bank Reconciliation No of items 0-25 Frequency? Monthly Invoicing Fetching No of purchase invoices 0-10 Credit Control Net Total $150.00 Tax (20%) $30.00 Gross Total $180.00 Monthly Totals

Standardize your scoping

Keep your team on track and give clients a clear understanding of costs with a consistent pricing system across your firm. Build your pricing matrix in seconds using a simple wizard that makes it easy to itemise services line by line.
John Smith Bookkeeper [email protected] Created by George Bailey Bailey Building Co [email protected] Created for ASCEND Accountacy Proposal for Proposal #1130 Bailey Building Co. Net Total $150.00 Tax (20%) $30.00 Gross Total $180.00 Complete Proposal Monthly Totals Create Proposal Billing cycle

Impress clients with speedy proposals and renewals

Make an impact and win more business with professional proposals that you can produce on the spot during meetings. Customize proposals with a ready-to-use library of templates to match your brand.

Nurture your client relationship

Build better relationships with clients and boost their confidence with proposals and pricing that set clear expectations. GoProposal by Sage makes it simple to complete tasks on time so that you can keep clients happy.

Engagement letter features

Engage with clients efficiently

Build letters of engagement in minutes with customizable, compliant templates and send them directly to be signed electronically by the client. This allows you to reduce delays after you meet the client. You can act quickly, send them the letter right away, save time, and build a lasting impression.

Communicate key dates

Effectively communicate start dates and information deadlines within your letters to outline responsibilities and ensure full transparency with your client.

Manage client records all in one place

Manage all your client records within the contact hub and automatically receive notifications when upcoming engagement letter renewals are due.

Get started with GoProposal by Sage

Unlock the potential of your practice with customisable features, designed to help you meet clients' needs efficiently. Choose the features that suit your requirements and customize.

Solo

5 Proposals
$75 /month

Basic

10 Proposals
$120 /month

Standard

50 Proposals
$150 /month

Premium

Unlimited proposals
$255 /month

Accountants discuss GoProposal by Sage

GoProposal allows you to make massive gains almost overnight in both profitability and customer experience. I simply wouldn't run our business without it now.

Ross Murray
Director of Acumen Accountants

Get more than just great software

All Sage customers are part of the Sage community. As a Sage member, you can enjoy benefits, connect with experts and industry peers, and get insights that help you and your business.

Expert human support

Talk to our product specialists to help you get the most out of your software so you can be more productive.

Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like dealing with change.

Community forums

Hear from industry experts and connect with businesses like yours to get product help and useful insights.

Business advice

Access a wealth of practical advice on a range of business topics.

Learning

Master the full power of your software with comprehensive learning resources.

Software certification

Take courses, earn certifications and stand out from the crowd.

Sage Advice for accountants and bookkeepers 

Explore our blogs and articles for expert advice on accounting and bookkeeping.

What is fund accounting? A complete guide to basics and best practices

What is fund accounting? A complete guide to basics and best practices

Learn what fund accounting is and explore the basics, key definitions, and best practices for nonprofits to ensure accurate fund reporting and transparency.

Read more
Read more
Accrual basis accounting: What it is, benefits and examples

Accrual basis accounting: What it is, benefits and examples

Discover what accrual accounting is, explore its types, benefits, and learn why it is the right accounting method for your business.

Read more
Read more
Account reconciliation: What it is and best practices

Account reconciliation: What it is and best practices

An important account reconciliation guide including the basics, best practices, and why account reconciliation is essential for businesses.

Read more
Read more
Is accounts receivable an asset or liability? Everything you need to know

Is accounts receivable an asset or liability? Everything you need to know

Accounts receivable is money due for products or services that a company has delivered. They are classed as an asset on a balance sheet. Learn more here.

Read more
Read more
Simple free invoice template: Download, customize, and print with ease 

Simple free invoice template: Download, customize, and print with ease 

We've created a bare-bones, basic, free invoice template to get you paid without the hassle. Customizable, ready to download and print.

Read more
Read more
Understanding inventory accounting: A guide to the top methods and software 

Understanding inventory accounting: A guide to the top methods and software 

Inventory accounting is an essential part of financial management. Learn how to keep your purchasing costs smooth and stress-free with Sage.

Read more
Read more
Invoice vs. receipt: What’s the difference and why does it matter?

Invoice vs. receipt: What’s the difference and why does it matter?

An invoice requests payment before it's made; a receipt provides proof after payment is received. Explore the differences between both.

Read more
Read more
What is a real-time dashboard?

What is a real-time dashboard?

Discover what a real-time dashboard is, how it works, its benefits, and how to create one to optimize your business’ accounting processes.

Read more
Read more

Boost productivity at your accountancy practice

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with GoProposal by Sage.